4 episodes

Searching for quality dividend stocks in the UK, using a methodical and long-term approach.

Important notice: This podcast is for educational use only. It does not provide personal financial advice. If you need advice relating to a specific investment you should speak to a regulated financial adviser.

The UK Dividend Stocks Podcast John Kingham

    • Business

Searching for quality dividend stocks in the UK, using a methodical and long-term approach.

Important notice: This podcast is for educational use only. It does not provide personal financial advice. If you need advice relating to a specific investment you should speak to a regulated financial adviser.

    4. The S&P 500 CAPE Ratio says the US Index is Massively Overvalued

    4. The S&P 500 CAPE Ratio says the US Index is Massively Overvalued

    In this episode, John reviews the S&P 500 to see what impact its 13-year bull run has had on the US index's valuation level. Specifically, John looks at the S&P 500 CAPE ratio as that has a proven of spotting bubbles.

    Visit the UK Dividend Stocks website: https://ukdividendstocks.com

    Disclaimer: This podcast exists to educate and inform investors. It does not contain financial advice. If you need advice on a specific investment you should ask a regulated financial advisor.

    • 22 min
    3. SThree: A World Leader in STEM Recruitment

    3. SThree: A World Leader in STEM Recruitment

    In this episode, John reviews SThree, a world leader in specialist recruitment for science, technology, engineering and finance. SThree is a cyclical business, but it has a long track record of dividends and growth, a robust balance sheet and it operates in growth markets, so it has serious potential as a dividend growth stock.

    SThree also joined the UK Dividend Stocks Portfolio in April 2020.

    If you enjoyed this episode, please leave a review and a rating to help spread the word about the benefits of sensible dividend investing.

    • 40 min
    Next: A quality dividend stock well-positioned for the future (Episode 2)

    Next: A quality dividend stock well-positioned for the future (Episode 2)

    Next is one of the most popular clothing and homewares retailers in the UK and it’s also one of the most popular dividend stocks. It recently announced relatively positive half-year results, so I thought this would be a good time to review the company’s current situation, its underlying qualities and to estimate fair value and good value prices for its shares.

    Related blog post: ukdividendstocks.com/blog/next-quality-dividend-stock-2021-10

    Access the company review spreadsheet: ukdividendstocks.com/spreadsheet

    • 35 min
    A 5-step approach to investing in dividend stocks

    A 5-step approach to investing in dividend stocks

    In this first episode, I break down everything I know about dividend investing into five basic steps. These steps then form a solid foundation upon which everything else in my investment strategy is built. So if you're looking for a high-level overview of dividend growth investing, this is it.

    The five steps are:


    Step 0: Think like a business owner (more of a foundation than a step)
    Step 1: Identify quality dividend growth stocks
    Step 2: Estimate fair value based on future dividends
    Step 3: Buy stocks when there is a significant margin of safety
    Step 4: Invest more into the best stocks
    Step 5: Diversify to reduce risk

     

    • 47 min

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